SATOVSKY ASSET MANAGEMENT LLC

Est. AUM

$566.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$99.0M	151512	17.47%	SOLE
2	VANGUARD MALVERN FDS	STRM INFPROIDX	$85.4M	1709627	15.07%	SOLE
3	AMERICAN CENTY ETF TR	US SML CP VALU	$68.5M	619938	12.09%	SOLE
4	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$55.2M	1713676	9.75%	SOLE
5	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$48.2M	1311703	8.51%	SOLE
6	VANGUARD INDEX FDS	TOTAL STK MKT	$28.6M	89121	5.05%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$22.6M	47099	3.98%	SOLE
8	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$21.6M	641157	3.81%	SOLE
9	AMERICAN CENTY ETF TR	INTL SMCP VLU	$21.5M	215718	3.80%	SOLE
10	ISHARES TR	NEW YORK MUN ETF	$16.7M	314060	2.94%	SOLE
11	APPLE INC	COM	$13.6M	53461	2.40%	SOLE
12	ISHARES TR	CORE S&P TTL STK	$11.4M	80160	2.02%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$11.1M	61023	1.96%	SOLE
14	SPDR INDEX SHS FDS	STATE STREET SPD	$10.4M	139713	1.84%	SOLE
15	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$10.1M	428038	1.79%	SOLE
16	ALPHABET INC	CAP STK CL A	$4.3M	14787	0.75%	SOLE
17	MICROSOFT CORP	COM	$3.6M	9714	0.63%	SOLE
18	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$3.6M	47591	0.63%	SOLE
19	ALPHABET INC	CAP STK CL C	$3.4M	11988	0.61%	SOLE
20	ISHARES GOLD TR	ISHARES NEW	$2.7M	30559	0.48%	SOLE
21	VANGUARD NY TAX FREE FDS	TAX EXEMPT BD	$1.7M	16952	0.31%	SOLE
22	AMAZON COM INC	COM	$1.6M	7548	0.28%	SOLE
23	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.2M	31579	0.22%	SOLE
24	VISA INC	COM CL A	$1.2M	3873	0.21%	SOLE
25	EXXON MOBIL CORP	COM	$1.0M	6078	0.18%	SOLE
26	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$975K	22156	0.17%	SOLE
27	META PLATFORMS INC	CL A	$862K	1506	0.15%	SOLE
28	TESLA INC	COM	$821K	2208	0.14%	SOLE
29	MARRIOTT INTL INC NEW	CL A	$801K	2448	0.14%	SOLE
30	CISCO SYS INC	COM	$652K	8403	0.12%	SOLE
31	JOHNSON & JOHNSON	COM	$586K	2397	0.10%	SOLE
32	SPDR SERIES TRUST	BLOOMBERG SHORT	$545K	20227	0.10%	SOLE
33	SPROTT ETF TRUST	GOLD MINERS ETF	$536K	7095	0.09%	SOLE
34	HERSHEY CO	COM	$520K	2504	0.09%	SOLE
35	SPDR GOLD TR	GOLD SHS	$476K	1106	0.08%	SOLE
36	FLEXTRONICS INTL LTD	ORD	$458K	7000	0.08%	SOLE
37	GILEAD SCIENCES INC	COM	$451K	3239	0.08%	SOLE
38	ISHARES TR	CORE MSCI EAFE	$440K	4857	0.08%	SOLE
39	SPDR SERIES TRUST	BLOOMBERG INTL T	$430K	19579	0.08%	SOLE
40	ESTABLISHMENT LABS HLDGS INC	COM	$402K	7075	0.07%	SOLE
41	MCDONALDS CORP	COM	$381K	1226	0.07%	SOLE
42	APPLIED MATLS INC	COM	$378K	1106	0.07%	SOLE
43	SCHWAB STRATEGIC TR	INTL EQTY ETF	$376K	15190	0.07%	SOLE
44	PFIZER INC	COM	$361K	12856	0.06%	SOLE
45	AT&T INC	COM	$354K	12203	0.06%	SOLE
46	AGNICO EAGLE MINES LTD	COM	$351K	1729	0.06%	SOLE
47	JPMORGAN CHASE & CO	COM	$349K	1185	0.06%	SOLE
48	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$345K	5384	0.06%	SOLE
49	SOUTHERN CO	COM	$344K	3560	0.06%	SOLE
50	ISHARES TR	CORE S&P US GWT	$328K	2116	0.06%	SOLE

1–50 of 73

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.